Investment Sales Associate (Finance)

Location: Sioux Falls, SD
Shift: M-F 8am - 5pm
Job Schedule: Full-Time
Company: First PREMIER Bank

About the Role
Provides administrative support to Investment representatives by performing a variety of duties in support of department functions.

Job Duties and Responsibilities

• Assist customers and bank employees in person and via phone.

• Receive, open, sort and route incoming and outgoing mail.

• Receive incoming phone calls by providing information, taking messages, screening requests or referring calls to appropriate people. 

• Send and receive faxes; notify parties of intention to fax and confirms receipt of fax.

• Coordinate appointments, meetings, conferences, special events, and travel arrangements as needed.
• Make outbound customer service calls and schedule meetings with customers.

• Monitor and maintain inventory of supplies, forms and other materials, initiate ordering process as necessary.

• Copy and collate materials for use in reports and presentations and/or distribution to specified parties.
• Assist advisors with processing and submission of documents.

• Ensure thorough and accurate completion of documents.

• Utilize software to format and generate various materials including correspondence and memos. 

• Maintain customer and prospect CRM.

• Scan & electronically file documents.
• Consults with Personal Bankers on First PREMIER Bank IRA's and make recommendations.

• Research/verify information for various investments via phone.

Skills and Qualifications

• Combination of education/experience that enables incumbent to meet essential functions and required competencies of the position. 

• Advanced customer service skills.  

• Must have SD Insurance license, or the ability to obtain them within a reasonable period of time.

• Must possess and demonstrate advanced PC skills, including Microsoft Excel and Word.

• Proficiency of the English language.

• Exceptional verbal and written communication skills.

• Ability to concentrate and work independently.

• Attention to detail and analytical and problem-solving skills.

• Capacity to learn, adapt to change, and become proficient quickly.

• Ability to handle stress and exercise self-control.

• Adhere to company policies and procedures; and uphold the PREMIER Way.

Competitive Benefits Package

• Full medical benefits when working 20+ hours per week
• Traditional and High Deductible health plan options available
• FREE dental and vision coverage
• Generous Paid Time Off plans
• 401(k) – dollar-for-dollar match up to 5% of total compensation
• Special discounts and offers for events at the Denny Sanford PREMIER Center
• PREMIER Wellness Program
• Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year
• Fun Employee Parties

Our Culture

• Emphasis on personal success, respect, health, wellness, fun and giving back
• Employees are rewarded, valued, and celebrated for hard work
• Various Career advancement opportunities and growth
• Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more

 

 

 

 

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